Beacon Bridge Wealth Partners, LLC Energy Sector Spdr Transaction History

Beacon Bridge Wealth Partners, LLC

  • $212 Billion
  • Q1 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 7,168 shares of XLE stock, worth $655,155. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,168
Previous 5,048 42.0%
Holding current value
$655,155
Previous $423 Million 59.9%
% of portfolio
0.32%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$79.91 - $94.41 $169,409 - $200,149
2,120 Added 42.0%
7,168 $677 Million
Q4 2023

Feb 09, 2024
BUY
$81.2 - $91.96 $409,897 - $464,214
5,048 New
5,048 $423 Million

Others Institutions Holding XLE

# of Institutions
2,035
Shares Held
241M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Beacon Bridge Wealth Partners, LLC Portfolio

Follow Beacon Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email